Global X MLP & Energy InfrasMLPXETF

13F holders, Q4 2024 (December 31)
270holders +41
54new positions
21sold out
2famous investors
$60.57avg. 13F price*

At the end of Q4 2024, 270 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 41 from Q3 2024. 54 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($536.1M), Phoenix Financial Ltd. ($199.1M) and Bank of America Corp. ($132.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Global X MLP & Energy Infras
CUSIP
37954Y293
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 187Q1 2024Q2 2024: 202Q2 2024Q3 2024: 229Q3 2024Q4 2024: 270Q4 2024Q1 2025: 306Q1 2025Q2 2025: 310Q2 2025Q3 2025: 296Q3 2025Q4 2025: 314Q4 2025Q1 2026: 342Q1 2026Q2 2026: 346Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions54$79.5M
Exits21$24.4M

All 13F filers, Q3 2024 → Q4 2024: 3,869,957 shares bought and 1,064,615 shares sold, net +2,805,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 270 holders

Morgan Stanley 0.04% Reduce -2.0% 8,851,597 $536.1M
Phoenix Financial Ltd. 2.72% Add +26.6% 3,285,750 $199.1M
Bank of America Corp. 0.01% Add +9.0% 2,181,838 $132.1M
LPL Financial LLC 0.03% Add +26.6% 1,095,827 $66.4M
Royal Bank of Canada 0.01% Add +4.6% 822,483 $49.8M
Wells Fargo & Company 0.01% Add +8.2% 691,893 $41.9M
UBS Group AG 0.01% Add +29.4% 505,538 $30.6M
PNC Financial Services Group, Inc. 0.02% Add +3.3% 456,443 $27.6M
Envestnet Asset Management Inc. 0.01% Reduce -2.1% 434,588 $26.3M
Evergreen Capital Management LLC 0.83% New 419,753 $25.4M
Cresset Asset Management, LLC 0.11% Add +8.8% 364,226 $22.1M
Payne Capital Management, LLC 9.18% — 351,417 $21.3M
GenTrust, LLC 0.85% Add +6.0% 320,801 $19.4M
JPMorgan Chase & Co. 0.00% Add +63.0% 306,917 $18.6M
Annandale Capital, LLC 3.50% Reduce -1.8% 292,051 $17.7M
Bank of Montreal 0.01% Add +25926.3% 281,084 $17.0M
Cetera Investment Advisers 0.03% Add +6.1% 242,349 $14.7M
Ameriprise Financial Inc. 0.00% Add +156.8% 233,195 $14.1M
Curran Financial Partners, LLC 3.62% Add +3.2% 227,734 $13.8M
Stifel Financial Corp. 0.01% Reduce -4.2% 213,407 $12.9M
Beacon Harbor Wealth Advisors, Inc. 2.94% New 208,428 $12.6M
Raymond James Financial Inc. 0.00% — 205,294 $12.4M
MAI Capital Management 0.09% Add +7.0% 196,393 $11.9M
Focus Partners Wealth 0.03% Add +50.8% 188,951 $11.4M
Principal Securities, Inc. 0.23% Reduce -2.1% 168,781 $10.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +216.9% 150,375 $9.1M
Baird Financial Group, Inc. 0.02% Add +11.7% 146,782 $8.9M
Baker Avenue Asset Management, LP 0.27% Add +0.7% 145,818 $8.8M
Stratos Wealth Advisors, LLC 0.37% Add +83.0% 128,037 $7.8M
Destiny Wealth Partners, LLC 1.20% Reduce -9.7% 121,262 $7.3M
Commonwealth Equity Services, LLC 0.01% Add +18.8% 121,173 $7.3M
Thor Investment Management Inc. /Oh/ 4.80% Add +0.4% 102,914 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -20.5% 98,126 $5.9M
Fiduciary Alliance LLC 0.58% Add +27.2% 94,154 $5.7M
B&D White Capital Company, LLC 0.91% New 88,959 $5.4M
Fortis Advisors, LLC 3.52% Add +1.4% 88,609 $5.4M
SOL Capital Management CO 0.57% Add +1.1% 85,150 $5.2M
Osaic Holdings, Inc. 0.01% Add +79.6% 82,745 $5.0M
Menlo Advisors LLC 2.51% No change 81,402 $4.9M
MML Investors Services, LLC 0.02% Add +3.3% 80,110 $4.9M
Veltria Advisors Corp. 1.99% New 79,056 $4.8M
Atria Investments, Inc 0.06% Reduce -0.7% 78,255 $4.7M
Trinity Legacy Partners, LLC 1.22% Add +2.7% 77,921 $4.7M
Mariner, LLC 0.01% Reduce -0.8% 77,874 $4.7M
Cerity Partners LLC 0.01% Add +0.1% 77,850 $4.7M
Old Port Advisors 1.32% Add +0.6% 75,600 $4.6M
Susquehanna International Group, LLP 0.01% Add +186.1% 71,858 $4.4M
Seascape Capital Management 1.50% New 71,243 $4.3M
Essex LLC 0.80% Reduce -0.9% 63,177 $3.8M
Dynamic Advisor Solutions LLC 0.16% Reduce -20.3% 62,560 $3.8M
Comerica Bank 0.02% Reduce -10.0% 62,021 $3.8M
Glassy Mountain Advisors, Inc. 1.25% Add +2.8% 60,341 $3.7M
Marshall Wace, LLP 0.00% New 60,075 $3.6M
KMG Fiduciary Partners, LLC 0.29% Add +0.7% 57,858 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -7.1% 56,981 $3.5M
Corient Private Wealth LP 0.01% Add +89.6% 56,468 $3.4M
Riggs Asset Managment Co. Inc. 0.88% Add +2.1% 54,733 $3.3M
SeaCrest Wealth Management, LLC 0.35% Reduce -0.4% 54,393 $3.3M
Transform Wealth, LLC 0.18% Reduce -17.3% 54,107 $3.3M
Ironsides Asset Advisors, LLC 0.86% No change 49,308 $3.0M
BTG Pactual Asset Management US LLC 0.37% Add +0.2% 47,259 $2.9M
Global Retirement Partners, LLC 0.08% Reduce -5.7% 47,247 $2.9M
Patriot Investment Management Group, Inc. 0.21% Add +5.3% 46,738 $2.8M
Global Endowment Management, LP 0.35% Reduce -24.5% 45,000 $2.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 44,970 $2.7M
Bollard Group LLC 0.07% Add +1.1% 44,417 $2.7M
Fig Financial Advisory Services Inc. 1.81% — 43,901 $2.7M
Argent Advisors, Inc. 0.97% Reduce -1.1% 43,266 $2.6M
Key Client Fiduciary Advisors, LLC 1.15% New 42,460 $2.6M
NewEdge Advisors, LLC 0.02% Add +3.2% 42,288 $2.6M
Leavell Investment Management, Inc. 0.12% Add +21.1% 41,524 $2.5M
Naples Global Advisors, LLC 0.23% Reduce -0.4% 40,191 $2.4M
Mainstay Capital Management LLC 0.37% New 39,828 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.3% 39,663 $2.4M
D. E. Shaw & Co. 0.00% New 36,422 $2.2M
Sageworth Trust Co 0.13% Reduce -28.1% 36,012 $2.2M
Ameraudi Asset Management, Inc. 1.19% Reduce -33.4% 35,555 $2.2M
Snowden Capital Advisors LLC 0.07% Add +0.2% 34,550 $2.1M
Venturi Wealth Management, LLC 0.10% Reduce -1.3% 34,445 $2.1M
Stamos Capital Partners, L.P. 0.48% Add +90.3% 33,510 $2.0M
Qube Research & Technologies Ltd 0.00% Reduce -3.6% 33,369 $2.0M
Cwm, LLC 0.01% Add +51.9% 32,274 $2.0M
Legacy Capital Wealth Partners, LLC 0.48% Reduce -51.1% 32,007 $1.9M
Great Diamond Partners, LLC 0.49% Reduce -0.2% 31,534 $1.9M
Teamwork Financial Advisors, LLC 0.25% Add +159.4% 31,465 $1.9M
Financial Partners Group, Inc 0.28% Reduce -4.8% 31,345 $1.9M
Savoie Capital LLC 0.22% No change 31,000 $1.9M
Fielder Capital Group LLC 0.58% Reduce -82.2% 30,488 $1.8M
Verity & Verity, LLC 0.17% Reduce -1.7% 29,923 $1.8M
Advisors Asset Management, Inc. 0.03% Add +2304.9% 28,643 $1.7M
Sanctuary Advisors, LLC 0.01% Add +350.7% 26,627 $1.7M
Transamerica Financial Advisors, LLC 0.17% Reduce -15.4% 27,960 $1.7M
Prospera Financial Services Inc 0.04% Reduce -16.1% 27,920 $1.7M
Truist Financial Corp. 0.00% Reduce -3.6% 26,827 $1.6M
Oarsman Capital, Inc. 0.28% Add +244.5% 26,328 $1.6M
Captrust Financial Advisors 0.00% Reduce -54.7% 26,232 $1.6M
Investors Research Corp 0.34% Reduce -0.0% 25,562 $1.5M
Coldstream Capital Management Inc. 0.03% Add +14.4% 25,460 $1.5M
Arlington Trust Co LLC 0.31% No change 24,368 $1.5M
Quadrature Capital Ltd 0.03% New 23,684 $1.4M
Jones Financial Companies LLLP 0.00% Add +48.1% 22,798 $1.4M
Advisory Services Network, LLC 0.02% New 20,899 $1.3M
NTV Asset Management LLC 0.16% Reduce -7.1% 20,150 $1.2M
WealthCare Investment Partners, LLC 0.53% New 19,761 $1.2M
Kestra Advisory Services, LLC 0.01% Add +16.1% 19,550 $1.2M
Fulcrum Equity Management 1.14% Reduce -11.6% 18,957 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +30.9% 18,525 $1.1M
Legacy PCG, LLC 0.79% Add +25.4% 18,352 $1.1M
HBW Advisory Services LLC 0.11% Add +77.9% 18,051 $1.1M
Resurgent Financial Advisors LLC 0.62% Add +10.8% 17,449 $1.1M
Silver Oak Securities, Incorporated 0.10% New 17,397 $1.0M
Outlook Wealth Advisors, LLC 0.30% Reduce -3.3% 17,186 $1.0M
Aaron Wealth Advisors LLC 0.12% No change 16,872 $1.0M
&partners 0.01% Reduce -21.4% 16,499 $1.0M
Great Valley Advisor Group, Inc. 0.02% Reduce -3.9% 16,534 $1.0M
Cibc World Market Inc. 0.00% Reduce -11.5% 16,269 $985K
Wealthspan Partners, LLC 0.47% Add +63.6% 16,227 $983K
Fiduciary Trust Co 0.01% Reduce -28.9% 16,213 $982K
Thompson David Blair 0.71% — 16,063 $973K
Americana Partners, LLC 0.04% No change 16,000 $969K
Flagship Harbor Advisors, LLC 0.05% Add +6.9% 14,902 $902K
Fifth Third Securities, Inc. 0.08% New 14,839 $899K
Manning & Napier Advisors LLC 0.01% Reduce -15.5% 14,828 $898K
Rockefeller Capital Management L.P. 0.00% Add +0.9% 14,244 $863K
Equitable Holdings, Inc. 0.01% Add +40.5% 14,239 $862K
Blueprint Investment Partners LLC 0.14% Reduce -2.0% 14,163 $858K
Delta Financial Group, Inc. 0.20% Add +0.0% 14,032 $850K
Anson Capital, Inc. 0.73% Reduce -7.6% 13,920 $843K
Aurora Private Wealth, Inc. 0.63% Reduce -14.4% 13,851 $839K
Northwestern Mutual Wealth Management Co. 0.00% Add +26.4% 13,482 $816K
Owen LaRue, LLC 0.40% New 12,656 $766K
Birch Capital Management, LLC 0.38% Reduce -28.5% 12,446 $754K
Creative Planning 0.00% Reduce -4.9% 12,135 $735K
Seven Springs Wealth Group, LLC 0.27% Add +65.5% 11,757 $712K
Stonegate Investment Group, LLC 0.02% Add +44.8% 11,580 $701K
Collaborative Wealth Managment Inc. 0.31% Add +0.2% 11,187 $677K
Capital Advisors, Ltd. LLC 0.08% Add +951.2% 11,101 $672K
Independent Advisor Alliance 0.01% New 10,946 $663K
Choreo, LLC 0.01% Reduce -19.3% 10,700 $646K
Foster & Motley Inc. 0.04% Reduce -7.5% 10,613 $643K
Barclays PLC 0.00% Add +4024.5% 10,600 $642K
Stephens Inc. 0.01% No change 10,145 $614K
OneDigital Investment Advisors LLC 0.01% New 9,897 $599K
Insigneo Advisory Services, LLC 0.06% Add +23.5% 9,892 $599K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -0.5% 9,726 $589K
D.A. Davidson & Co. 0.00% Add +30.6% 9,388 $569K
Ausdal Financial Partners, Inc. 0.05% Add +17.0% 9,368 $567K
Saxon Interests, Inc. 0.24% New 9,164 $555K
Palumbo Wealth Management LLC 0.21% No change 9,082 $550K
Bleakley Financial Group, LLC 0.02% Add +39.1% 9,054 $548K
ORBA Wealth Advisors, L.L.C. 0.29% Add +0.2% 9,034 $547K
EP Wealth Advisors, LLC 0.00% Add +0.1% 9,031 $547K
Cynosure Group, LLC 0.08% No change 8,635 $523K
Wealthspire Advisors, LLC 0.01% New 8,345 $505K
Private Capital Advisors, Inc. 0.06% No change 8,000 $484K
Private Advisor Group, LLC 0.00% Add +4.0% 7,894 $478K
Firestone Capital Management 0.12% No change 7,864 $476K
Atlas Capital Advisors Inc. 0.06% No change 7,602 $460K
Avantax Advisory Services, Inc. 0.00% Reduce -2.0% 7,333 $444K
CW Advisors, LLC 0.01% New 7,218 $437K
Janney Montgomery Scott LLC 0.00% Add +26.9% 7,087 $429K
Pasadena Private Wealth, LLC 0.09% Add +1.6% 7,066 $428K
Disciplined Investors, L.L.C. 0.39% — 6,525 $409K
Concourse Financial Group Securities, Inc. 0.02% Add +1.2% 5,863 $386K
Pettinga Financial Advisors LLC 0.09% No change 6,225 $377K
Discovery Capital Management, LLC / CT 0.03% Reduce -1.0% 6,224 $377K
US Bancorp \de 0.00% Reduce -1.9% 6,210 $376K
MBL Wealth, LLC 0.04% Reduce -8.9% 6,124 $371K
Steel Grove Capital Advisors, LLC 0.05% Reduce -9.8% 6,074 $368K
Ancora Advisors LLC 0.01% Add +37.6% 6,039 $366K
Comprehensive Money Management Services LLC 0.30% — 5,990 $363K
Sharpepoint LLC 0.31% — 5,720 $346K
Pekin Hardy Strauss, Inc. 0.04% New 5,520 $334K
Blair William & Co. 0.00% Add +40.9% 5,465 $331K
Morangie Management LLC 0.26% — 5,360 $325K
Kingsview Wealth Management, LLC 0.01% Reduce -15.2% 5,317 $322K
Kestra Private Wealth Services, LLC 0.01% Add +1.1% 5,173 $313K
Crestwood Advisors Group, LLC 0.01% New 5,000 $303K
FineMark National Bank & Trust 0.01% New 4,840 $293K
Ignite Planners, LLC 0.06% Reduce -5.6% 4,705 $291K
Sax Wealth Advisors, LLC 0.02% Add +15.1% 4,696 $284K
Visionary Wealth Advisors 0.02% Add +0.5% 4,669 $283K
FMR LLC 0.00% Add +25.0% 4,594 $278K
Perennial Investment Advisors, LLC 0.03% New 4,570 $277K
Synovus Financial Corp. 0.00% Reduce -1.4% 4,409 $267K
Quartz Partners, LLC 0.16% No change 4,373 $265K
Kingswood Wealth Advisors, LLC 0.02% Reduce -42.8% 4,099 $248K
Clayton Financial Group LLC 0.09% Add +1.1% 4,081 $247K
Sonora Investment Management Group, LLC 0.02% New 4,040 $245K
Asset Allocation Strategies LLC 0.06% New 3,896 $240K
Naviter Wealth, LLC 0.03% New 3,863 $234K
Endowment Wealth Management, Inc. 0.16% Reduce -9.2% 3,857 $234K
Country Club Bank 0.02% No change 3,754 $226K
Family Office Research LLC 0.10% — 3,721 $225K
Birch Hill Investment Advisors LLC 0.01% New 3,666 $222K
Belvedere Trading LLC 0.02% New 3,660 $222K
A. D. Beadell Investment Counsel, Inc. 0.18% New 3,654 $221K
Brookstone Capital Management 0.00% New 3,640 $220K
HighTower Advisors, LLC 0.00% Reduce -51.8% 3,567 $216K
Private Portfolio Partners LLC 0.04% New 3,562 $216K
Arkadios Wealth Advisors 0.01% New 3,540 $214K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,549 $214K
ZEGA Investments, LLC 0.06% — 3,259 $214K
Leading Edge Financial Planning LLC 0.07% Reduce -5.3% 3,538 $214K
Legacy Capital Group California, Inc. 0.06% Reduce -21.6% 3,517 $213K
Advisory Alpha, LLC 0.01% New 3,356 $203K
BOS Asset Management, LLC 0.07% New 3,333 $202K
IAG Wealth Partners, LLC 0.03% No change 2,942 $178K
Parallel Advisors, LLC 0.00% Add +0.2% 2,632 $159K
WestEnd Advisors, LLC 0.00% Reduce -9.8% 2,500 $151K
GeoWealth Management, LLC 0.00% Reduce -50.0% 2,498 $151K
Private Trust Co. NA 0.01% Add +7.6% 2,133 $129K
Icon Wealth Advisors, LLC 0.01% No change 2,000 $121K
FWL Investment Management, LLC 0.04% No change 1,850 $112K
Field & Main Bank 0.04% Reduce -5.5% 1,725 $104K
MCF Advisors LLC 0.01% No change 1,341 $81K
Sunbelt Securities, Inc. 0.01% No change 1,129 $68K
Carolinas Wealth Consulting LLC 0.01% Reduce -15.4% 1,112 $67K
Adirondack Trust Co. 0.02% No change 1,015 $61K
Ameritas Investment Partners, Inc. 0.00% Add +21.9% 891 $54K
AE Wealth Management LLC 0.00% New 886 $54K
Farther Finance Advisors, LLC 0.00% New 859 $52K
Steward Partners Investment Advisory, LLC 0.00% New 834 $51K
Continuum Advisory, LLC 0.01% No change 800 $48K
Assetmark, Inc. 0.00% No change 772 $47K
Harbour Investments, Inc. 0.00% Reduce -5.2% 689 $42K
Franklin Resources Inc. 0.00% No change 625 $38K
Hara Capital LLC 0.02% No change 606 $37K
S.A. Mason LLC 0.02% No change 570 $35K
IFP Advisors, Inc 0.00% Add +42.3% 525 $32K
Cullen/Frost Bankers, Inc. 0.00% New 513 $31K
Key Financial Inc 0.01% New 500 $30K
Creative Financial Designs Inc. 0.00% New 500 $30K
Northwest Capital Management Inc 0.01% No change 475 $29K
MGB Wealth Management, LLC 0.01% New 463 $28K
Clean Yield Group 0.01% No change 439 $27K
BlackRock, Inc. 0.00% New 386 $23K
Anchor Investment Management, LLC 0.00% No change 335 $20K
Smartleaf Asset Management LLC 0.00% New 326 $20K
Citadel Advisors 0.00% Reduce -94.7% 315 $19K
Princeton Global Asset Management LLC 0.00% No change 310 $19K
Signaturefd, LLC 0.00% New 258 $16K
Capital Analysts, LLC 0.00% No change 250 $15K
Ameriflex Group, Inc. 0.01% — 223 $14K
Quent Capital, LLC 0.00% New 210 $13K
Chilton Capital Management LLC 0.00% New 208 $13K
Whittier Trust Co. 0.00% Reduce -36.2% 199 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 192 $12K
Bfsg, LLC 0.00% No change 176 $11K
Edmond DE Rothschild Holding S.A. 0.00% New 174 $11K
CIBC Private Wealth Group LLC 0.00% New 168 $11K
Vermillion Wealth Management, Inc. 0.01% — 160 $10K
VSM Wealth Advisory, LLC 0.00% — 147 $9K
Aventura Private Wealth, LLC 0.00% — 109 $7K
EverSource Wealth Advisors, LLC 0.00% New 99 $6K
Fortis Group Advisors, LLC 0.00% No change 96 $6K
Spire Wealth Management 0.00% Add +1.5% 68 $4K
PMV Capital Advisers, LLC 0.01% — 67 $4K
Towne Trust Company, N.A 0.00% New 63 $4K
Blume Capital Management, Inc. 0.00% No change 62 $4K
Raffa Wealth Management, LLC 0.00% Reduce -18.2% 45 $3K
Aptus Capital Advisors, LLC 0.00% No change 41 $2K
Sound Income Strategies, LLC 0.00% New 39 $2K
Briaud Financial Planning Inc 0.00% Add +3.0% 34 $2K
WR Wealth Planners, LLC 0.00% Add +3.1% 33 $2K
FAS Wealth Partners, Inc. 0.00% New 25 $2K
Tower Research Capital LLC (TRC) 0.00% No change 13 $787
Versant Capital Management, Inc 0.00% No change 10 $606
Lanark Financial, Inc. 0.02% — 4 $250
Clearstead Advisors, LLC 0.00% No change 1 $35

"% of holder's portfolio" is MLPX's weight in each manager's 13F, not the share of Global X MLP & Energy Infras the manager owns.